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ESG fund managers' favourite international shares

Find out what top ESG fund managers reckon are the best international stocks
ESG fund managers' favourite international shares

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best. 

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.

Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

Top ESG Fund Managers' Favourite Global Shares

FUND BEST IDEAS: GLOBAL SUSTAINABLE
28/08/2021No. Funds
Microsoft Corp9
Alphabet Inc A5
Thermo Fisher Scientific Inc4 (+1)
Apple Inc3
Linde PLC3
Taiwan Semiconductor Manufacturing Co Ltd3
Adobe Inc2
Applied Materials Inc2
ASML Holding NV2
AstraZeneca PLC2 (+1)
Autodesk Inc2
Bank of America Corp2
Danone SA2
Eli Lilly and Co2 (NEW)
Illumina Inc2 (NEW)
IQVIA Holdings Inc2
KDDI Corp2
Mastercard Inc Class A2 (NEW)
Roche Holding AG2
Taiwan Semiconductor Manufacturing Co Ltd ADR2
Texas Instruments Inc2
Visa Inc Class A2
ABB Ltd1
Agilent Technologies Inc1
Alphabet Inc Class A1 (NEW)
Amazon.com Inc1
American Tower Corp1
American Water Works Co Inc1
Amplifon SpA Az nom Post Frazionamento1
Anthem Inc1
Assa Abloy AB B1
Automatic Data Processing Inc1 (NEW)
Booking Holdings Inc1
Boston Scientific Corp1
Chegg Inc1
Clean Harbors Inc1 (NEW)
Compagnie de Saint-Gobain SA1
Compagnie Financiere Richemont SA1
Endava PLC ADR1
Experian PLC1
First Republic Bank1
Flex Ltd1 (NEW)
Fresenius Medical Care AG & Co. KGaA1
Generac Holdings Inc1
HDFC Bank Ltd ADR1
Keyence Corp1
Koninklijke DSM NV1
Kornit Digital Ltd1
Laboratory Corp of America Holdings1
Lam Research Corp1
L'Oreal SA1
MarketAxess Holdings Inc1
MSCI Inc1 (NEW)
Nestle SA1
Nike Inc Class B1 (NEW)
Novartis AG1
Novo Nordisk A/S B1
NVIDIA Corp1 (NEW)
PayPal Holdings Inc1
PTC Inc1
Roche Holding AG Dividend Right Cert.1
Salesforce.com Inc1
Schneider Electric SE1
Shopify Inc A1
SVB Financial Group1
Synopsys Inc1
Tesla Inc1
Waste Management Inc1
Waters Corp1 (NEW)
Xylem Inc1

 

source: Morningstar

*based on top 5 holdings

Learn from the best

 

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

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Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.